Annadate Piyush
Annadate Piyush

Reputation: 458

Calculate last quater from today (given Fiscal Year end)

I have as input a "Fiscal Year end", which determines the quarter ends of a company. Say:

today() is 3-April-2015
Company fiscal year ends: Oct-14

then I should get the latest quarter end : Jan-15
i.e the latest quarter end from the company fiscal year end till today's date.

With:

FiscalEnd=12/02/2014
Today() (a3)  =04/03/2015

I have tried:

=TEXT(EOMONTH(Fiscal_Year_EndQ,MOD(-MONTH(A3),3)-3),"mmm-yy")

and am getting Nov-14.

Example:
Fiscal Year ends at: 31-Oct-2014
Today's date: 4 April 2015

List of QUARTER
aug-oct 2014
nov-jan 2015
feb-april 2015

So here I should get Jan-15 as last fiscal quarter end.

Upvotes: 0

Views: 198

Answers (2)

pnuts
pnuts

Reputation: 59450

I think:

=EOMONTH(A1,-MOD(MONTH(A1)-2,3)-1)  

formatted as mmm-yy may serve.

Upvotes: 1

Gary's Student
Gary's Student

Reputation: 96753

The standard formula to give quarters is:

=CHOOSE(CEILING(MONTH(A1)/3,1),"Q1","Q2","Q3","Q4")

where A1 contains the date in question. But your fiscal year starts on October 15th. So this formula must be offset by the difference between January 1st and October 15th:

=CHOOSE(CEILING(MONTH(A1-288)/3,1),"Q1","Q2","Q3","Q4")

EDIT#1:

In A2 enter today's date. In B2 enter:

=CHOOSE(CEILING(MONTH(A2-305)/3,1),1,2,3,4)

In C2 enter:

=IF(B2-1=0,4,B2-1)

In D2 enter:

=CHOOSE(C2,"Jan","Apr","Jul","Oct")

For example:

enter image description here

Upvotes: 0

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